Wellington Management Group’s Citizens Financial Services CZFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,481
| Closed | -$284K | – | 1900 |
|
|
2023
Q4 | $284K | Hold |
4,481
| – | – | ﹤0.01% | 1769 |
|
|
2023
Q3 | $211K | Hold |
4,481
| – | – | ﹤0.01% | 1769 |
|
|
2023
Q2 | $327K | Sell |
4,481
-1,279
| -22% | -$93.4K | ﹤0.01% | 1732 |
|
|
2023
Q1 | $467K | Sell |
5,760
-499
| -8% | -$40.5K | ﹤0.01% | 1848 |
|
|
2022
Q4 | $465K | Hold |
6,259
| – | – | ﹤0.01% | 1818 |
|
|
2022
Q3 | $425K | Buy |
+6,259
| New | +$425K | ﹤0.01% | 1832 |
|